Top Family Offices in Provo 2026

Key Facts About Provo's Family Office Market

• Provo is Utah's densest family office hub. At least five offices call the city home, including Blue Diamond Capital, Clarke Capital Partners, Bonneville Multi-Family Office, The Runia Group, and Ridgeline Capital Group.
• At least four single family offices (SFOs) and four multi-family offices (MFOs) operate along the Provo, Salt Lake City, and Lehi corridor, serving ultra-high-net-worth (UHNW) families.
• Wealth thresholds range from $20M or more in investable assets at wirehouse teams to eight-to-nine-figure net worth at boutique MFOs like Solidarity Wealth.
• Real estate development, hospitality, and private equity dominate the portfolios of Provo-area wealth firms. Blue Diamond Capital alone holds positions in over 50 active entities.
• The Silicon Slopes tech ecosystem drives new liquidity events for founders and executives, fueling demand for family office services in Utah Valley.
• Eccles family foundations account for nearly 20% of all private charitable giving in Utah, reflecting the community impact orientation that defines this market.

Family Offices in Provo: Landscape Overview

Provo holds more family offices per capita than any other city in Utah. Five offices call the city home, compared to three in Salt Lake City and one in Lehi. Brigham Young University's deep finance and entrepreneurial network produces both wealth creators and the advisors who serve them, which explains the concentration.

The Provo to Salt Lake City corridor along I-15 forms the state's primary family office belt. This stretch closely mirrors the Silicon Slopes tech corridor, where startup exits and IPO proceeds create a new generation of wealthy families. Utah's business-friendly regulatory climate and favorable tax structures further attract capital to the region.

Office types in this market span the full spectrum. Dedicated SFOs like Huntsman Family Investments and Blue Diamond Capital manage wealth for single dynasties. Multi-family offices such as Bonneville MFO, Solidarity Wealth, Rosehaven Family Office, and Andina Advisors serve multiple families with shared services.

The Runia Group operates as a private wealth management team within Morgan Stanley, bridging institutional resources with local relationships. This variety gives Provo-area families options ranging from fully bespoke to platform-driven wealth management.

Family Office Comparison at a Glance

Most Provo-area wealth firms do not disclose assets under management (AUM) publicly, so the table below omits that column. Offices appear grouped by type: SFOs first, then MFOs, then other structures.

Family Office	Type	Investment Focus	Key Services	Location
Huntsman Family Investments	SFO	Private investments for the Huntsman family	Investment management	Salt Lake City, UT
Blue Diamond Capital	SFO	Real estate, hospitality, multifamily, PE, public markets	Direct investing, development	Provo, UT
Clarke Capital Partners	SFO	Private investments	Private capital deployment	Provo, UT
Ridgeline Capital Group	SFO	Real estate, private equity (all stages)	Capital, operational expertise	Utah
Scandia Company	SFO	Operating businesses, commercial real estate	Business scaling, real estate	Utah
Bonneville Multi-Family Office	MFO	Wealth management for families and entrepreneurs	Investment, estate planning, oversight	Provo, UT
Solidarity Wealth	MFO	Wealth management for founders and executives	Full-service family CFO, tax, estate	Salt Lake City, UT
Rosehaven Family Office	MFO	Multi-disciplinary wealth management	Tax, estate, exit planning, 1031 exchanges	Utah
Andina Advisors	MFO/RIA	Investment management, business advisory	14+ services including bill pay, succession	Lehi, UT
The Runia Group (Morgan Stanley)	Wirehouse PWM	Investment management, wealth preservation	Wealth transfer, oversight, lifestyle	Provo, UT
PEG Companies	RE Investment Firm	Real estate development, hospitality, residential	Development, asset management	Utah

Blue Diamond Capital and Scandia Company stand out as active operator-investors that run portfolio companies directly. Solidarity Wealth and Andina Advisors are the most full-service MFOs, both offering bill-pay, bookkeeping, and family oversight alongside portfolio management.

Top Picks by Strategy

• Largest Active Portfolio: Blue Diamond Capital, with over 50 entities spanning homebuilding, hospitality, multifamily, and public markets.
• Best for Tech Founders: Solidarity Wealth, a boutique MFO serving founders and executives with eight-to-nine-figure net worth, operating as each family's dedicated CFO.
• Top Real Estate Allocator: PEG Companies, with $1B or more in managed assets and over 1 million square feet developed in partnership with private wealth offices and institutions.
• Most Decorated Advisory Team: The Runia Group, ranked the number one wealth management team in Utah by Forbes in 2023 and 2025. Barron's named Dane Runia the top financial advisor in the state from 2019 to 2021.
• Strongest Exit Planning Platform: Rosehaven Family Office, offering a dedicated exit planning specialist, 1031 exchange services, and investment banking alongside traditional wealth management.
• Widest Service Menu: Andina Advisors, providing 14 or more distinct services from three Utah offices, including household payroll, philanthropic management, and succession planning.
• Deepest Community Impact Legacy: The Cynosure Group (Eccles family), whose foundations account for roughly 20% of all private charitable giving in Utah, spanning capital deployment in banking, construction, and education for over a century.

Top Office Profiles: Provo and Utah Valley

Blue Diamond Capital

The Bingham family's wealth platform operates as both an allocator and an active builder in Provo. Blue Diamond Capital holds positions in over 50 entities, with a portfolio concentrated in residential development, hospitality, and multifamily housing. Tresidio Homes, Legacy South, Kiln, and Visionary Homes rank among its most visible ventures.

The office plans to launch the Bingham Family Clinic in late 2025, a free healthcare facility for community members in need. Its philosophy ("true success is shared") translates into a deal-sourcing approach that favors projects with local economic benefits. Tech founders and real estate developers seeking co-investment partners will find Blue Diamond's operator mindset distinct from passive allocators.

The Cynosure Group (Eccles Family)

Eccles family foundations remain the single largest source of private charitable giving in Utah, directing capital toward education, healthcare, and arts. The family's legacy stretches back to David Eccles, Utah's first multimillionaire, whose ventures included the construction of Hoover Dam through Utah Construction. That firm later merged with General Electric in what stood as the largest merger in U.S. history at the time.

Today, The Cynosure Group manages long-term portfolios for the Eccles family and other investors through four divisions: Wealth Advisors, Strategies, Partners, and Capital Management. Marriner S. Eccles served as Federal Reserve Chairman starting in 1934, establishing a tradition of financial leadership that continues to shape the family's approach.

The Runia Group (Morgan Stanley Private Wealth Management)

Provo's highest-profile wirehouse team serves families with $20M or more in investable assets. Forbes ranked it the top wealth management team in Utah in both 2023 and 2025. Dane Runia, who now leads the team, holds CFP and CPWA credentials. Barron's named him the number one financial advisor in Utah three consecutive years.

Scott Runia founded the group in 1988 after playing professional basketball in Europe and earning his finance degree from BYU. Morgan Stanley's Private Wealth Management division manages over $980 billion globally, giving the team access to institutional research, trading platforms, and specialists in wealth transfer and family structure that independent local offices cannot match.

Solidarity Wealth

This Salt Lake City boutique MFO serves as a "Family CFO" for founders, entrepreneurs, and executives with eight-to-nine-figure net worth. Solidarity Wealth charges fees only and operates as a fiduciary, meaning it must put client interests first by law. Services extend well beyond portfolio management to include bookkeeping, bill pay, monthly balance and income reporting, family meetings, and family oversight.

The firm deliberately limits its client count to maintain a high-touch model. Entrepreneurs approaching or completing a liquidity event will find Solidarity's exit-to-management approach built for their specific transition.

Bonneville Multi-Family Office

Provo's most locally rooted MFO focuses on multi-generational families, entrepreneurs, and business owners. Its service model covers capital deployment, estate planning, and family structure. The Provo location makes Bonneville the most accessible MFO for families who want a local advisor embedded in the BYU and Utah County business network.

Families seeking a relationship-driven firm with strong local roots, rather than a national platform, will find Bonneville's community-oriented approach a natural fit.

Andina Advisors

With offices in Lehi, Logan, and Vernal, Andina Advisors delivers one of the broadest service menus in the state. The firm offers 14 or more distinct services, including income tax reduction, asset protection, charitable giving management, household payroll, and succession planning.

As a registered investment advisor (RIA), Andina operates under fiduciary standards. Its multi-office geographic reach makes it the logical choice for families with operations or properties spread throughout Utah, not just concentrated along the Wasatch Front.

Rosehaven Family Office

A team of specialists sets Rosehaven apart from generalist wealth firms. Managing Director Bruce Greenwald brings over 40 years of banking, trading, and financial advisory experience. The team includes tax specialists, estate planning attorneys, portfolio managers, investment bankers, a life insurance specialist, a dedicated exit planning advisor, and a 1031 exchange specialist.

Business owners preparing for a sale or complex transition will find Rosehaven's multi-disciplinary bench built for that exact scenario. The firm's risk management and insurance planning add layers that many MFOs outsource entirely.

Scandia Company

Scandia acquires and scales service-related and tech-enabled companies alongside commercial real estate, taking a hands-on operator approach. Its portfolio includes Smart Rain (technology), Rubicon (operating business), Park Place (real estate), and Lawn Butler (service company).

Unlike passive wealth platforms that allocate capital to external managers, Scandia builds and runs businesses directly. Families or entrepreneurs looking for an operator-investor partner, rather than a traditional wealth advisor, will find Scandia's model closer to a holding company than a conventional family office.

Clarke Capital Partners

The Clarke family's SFO operates from Provo with a focus on private capital deployment. Clarke Capital Partners maintains a deliberately low public profile, consistent with the privacy-first approach common among Provo's legacy wealth offices. Its listing on institutional databases confirms active status in the private market.

Ridgeline Capital Group

Ridgeline provides capital at any stage of a company's lifecycle, combining long-term real estate holdings with private equity positions. The office partners with trusted operators to build businesses and develop property, supplying both capital and operational expertise. Its mandate to create "enduring value for communities" aligns with the management philosophy that characterizes Provo's family office culture.

Allocation Trends Shaping This Market

Real Estate as a Core Competency, Not Just a Portfolio Sleeve

Provo wealth firms do not simply set aside a percentage for real estate; they build, develop, and operate it. Blue Diamond Capital runs homebuilding companies like Tresidio Homes and Visionary Homes. PEG Companies has developed over 1 million square feet and manages hotel keys and residential units directly.

Utah's population growth has outpaced the national average for over a decade, sustaining demand for residential and multifamily development. This operator-investor model produces deal flow that passive real estate allocators in other markets cannot access.

Tech Liquidity Events Feeding New Wealth Platforms

The Silicon Slopes corridor, stretching from Provo to Lehi to Salt Lake City, produces a growing number of tech founders and executives with newly concentrated wealth. These founders often prefer boutique MFOs like Solidarity Wealth, which understands the specific challenges of post-exit wealth: concentrated stock positions, tax optimization on equity compensation, and the psychological shift from builder to manager.

BYU's business and finance programs supply both the entrepreneurs and the advisory talent that serve them. As more Silicon Slopes companies reach maturity, Provo's family office market will likely expand in step.

Values-Driven and Community Impact Investing

Utah's private wealth culture places unusual weight on management and community benefit. Blue Diamond Capital is building the Bingham Family Clinic to provide free healthcare. Eccles family foundations direct nearly one-fifth of all private charitable giving in the state.

Ridgeline Capital Group and Scandia Company both frame their mandates around creating value for local communities. Provo families evaluating offices should expect values alignment to be part of the initial conversation, not an afterthought.

Multi-Generational Wealth Transfer Acceleration

Several Provo offices, including Bonneville MFO and Andina Advisors, explicitly serve multi-generational families with oversight, education, and succession planning services. The average Utah family skews younger and larger than the national median. That demographic profile makes legacy planning and wealth transfer a more pressing concern at earlier wealth levels than in older East Coast markets.

How to Evaluate a Family Office in Provo

Provo's market is small enough that most offices know each other, yet diverse enough that choosing the wrong fit can cost years. Start by matching your wealth tier to the office's target client. The Runia Group requires $20M or more in investable assets. Solidarity Wealth serves families with eight-to-nine-figure net worth. Andina Advisors and Bonneville MFO work with a broader range.

Fee structure is the second filter. Solidarity Wealth and Andina Advisors operate as fee-only fiduciaries, meaning they earn no commissions on products they recommend. Wirehouse teams like The Runia Group may receive compensation through their parent firm's product platform. Ask whether the advisor must act in your interest by law, and verify fiduciary status through FINRA BrokerCheck.

Provo's tight-knit professional community means referrals carry real weight. Many offices here share roots in BYU's finance program and local business networks. Request references from existing clients whose wealth complexity resembles yours.

Service breadth matters more in Provo than in larger cities because the local market offers fewer specialist firms to fill gaps. If your office does not handle tax planning, exit planning, or family structure in-house, confirm that it has established partnerships with specialists who do. Rosehaven assembles a team covering tax, legal, insurance, and 1031 exchanges. Andina Advisors handles household payroll and bookkeeping internally.

Evaluate credentials carefully. Look for CFP, CPWA, CIMA, or CEPA designations, each of which requires continuing education. The Runia Group's advisory team holds CFP, CPWA, and CIMA credentials, a useful benchmark for what to expect.

Which Family Office Fits Your Needs?

UHNW families with $20M or more who want institutional-grade research and global market access should explore The Runia Group at Morgan Stanley. It combines Provo-based personal service with the trading, lending, and wealth transfer resources of a global firm. Blue Diamond Capital and Ridgeline Capital Group offer direct co-investment opportunities for families who prefer to deploy capital alongside an experienced operator rather than through pooled fund structures.

Business owners preparing for a sale or major transition will find Rosehaven Family Office's exit planning and 1031 exchange specialists purpose-built for that scenario. Solidarity Wealth serves tech founders and executives who need a dedicated family CFO to manage the full financial picture, from bookkeeping and tax optimization through long-term estate planning.

Families with operations or properties in multiple Utah locations should consider Andina Advisors, which maintains offices in Lehi, Logan, and Vernal. Multi-generational families prioritizing next-generation education and succession planning will find Bonneville MFO's Provo-based practice focused on that challenge. In a market defined by personal relationships and shared values, the strongest fit often comes down to philosophy as much as services.

Methodology

This guide profiles family offices in Provo and the surrounding Utah Valley corridor based on publicly available data, office websites, institutional database listings, and industry award records. Offices qualified for inclusion only if verifiable evidence confirmed their active status and presence in the Provo, Salt Lake City, or Lehi market. AUM figures appear only where publicly disclosed; most Utah wealth firms do not report managed assets. Award rankings reference their original published sources and years. Data reflects information available as of early 2026. Families should verify current offerings directly with each office before engagement.